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Vulnerability

Attended a talk on helping vulnerable clients recently and was interested to hear that:

How does this affect us:

  1. You should keep some funds available for unexpected bills.
  2. Illness’s will and do happen, but they are not always apparent to those around us.
  3. As we age, we may well face increasing costs for health and wellbeing which need to be provided for.
  4. The greatest returns on investment can be achieved from saving small amounts over a long time and letting the returns compound.

We want what is best for our clients; that means taking the time to learn what is needed, discover what is in their best interest and to make sure they do not have to worry or panic when the markets go through their wobbles.

We seek referrals to those who want to make sure they are taking the right decisions with their money

 

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